Recently, my clients have been calling for help. They are getting a lot of phone calls and mail about their Medicare and supplemental insurance. One client told me she had been asked to give her personal information over the phone. She said she had been speaking to “a very nice young man” who was selling her an insurance policy that would …
6 Ways a Daily Money Manager Can Set You Up for a Smooth Retirement
If you’re preparing for retirement, there are a few key steps a Daily Money Manager can help you take to ensure a smooth, successful transition. As a Daily Money Manager, I help people with all sorts of personal financial tasks. This includes everything from paying day-to-day bills to organizing insurance claims and tax records. I’m often asked …
How to Pay for Aging in Place
Dorothy said it right in the Wizard of Oz: There's no place like home. You deserve the dignity and peace of being able to stay in your own home for as long as possible, but in many cases, the financial burden of necessary modifications to your home and in-home care may seem overwhelming. Luckily, there are options available that will allow you to …
Long term care insurance
While making plans for the care you may need in the future, don’t forget to consider long term care insurance. Long term care insurance helps cover some costs of long term care, which may become necessary for as much as 70% of the population over age 65. Whether you experience gradual decline of abilities or suffer a sudden illness or disability, …
Early Long Term Care Planning
So you are planning on aging in place. You’ve implemented a plan that has included home modifications to help you as you get older. Then, just as you feel proud and secure in your plan, you have new disabilities to consider. Just because you need some assistance does not mean you have to sacrifice your independence. In fact, a little long term care …
Help for Making the Right Prescription Drug Plan Choice
Did you know that if you are on Medicare you are eligible for prescription coverage no matter what your health situation or how much money you have? What about those who are a very limited income? Did you know you could qualify for extra assistance with your prescriptions. These are just a few of the helpful tidbits and tools you will find on …